Interact to see
Advertisement
Advertisement
CLBFX vs SQBIX
CLBFX vs SQBIX Comparison
Open Charts CLBFX vs SQBIX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
X-Square Balanced Fund, LLC Instl
Price$14.05
Change-$0.08 (-0.57%)
VolumeN/A
Net Assets70.12M
CLBFX vs SQBIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. SQBIX (70.1M). CLBFX pays higher dividends than SQBIX: CLBFX (2.07) vs SQBIX (1.73). CLBFX was incepted earlier than SQBIX: CLBFX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBFX has a lower initial minimum investment than SQBIX: CLBFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 8.58 vs. CLBFX (5.44). SQBIX return over 5 years is better than : 51.32 vs. CLBFX (41.30).
| CLBFX | SQBIX | CLBFX / SQBIX | |
| Total Expense Ratio | 0.67 | 2.39 | 28% |
| Annual Report Gross Expense Ratio | 0.67 | 2.39 | 28% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 4.519 | 2.489 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 70.1M | 348,074% |
| Annual Yield % from dividends | 2.07 | 1.73 | 120% |
| Returns for 1 year | 5.44 | 8.58 | 63% |
| Returns for 3 years | 34.29 | 36.22 | 95% |
| Returns for 5 years | 41.30 | 51.32 | 80% |
| Returns for 10 years | 73.68 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement